Zachary Golen, AIF®, C(k)P®
Retirement Plan Specialist
Zack has specialized in the 401(k) and retirement plan marketplace since 2005, representing businesses and non-profit organizations. He has maintained a focus on serving the needs of small to medium-sized businesses with their employee engagement needs. Zack’s specialty is providing education to plan sponsors and participants, offering an “end-to-end” worksite financial advice solution that includes marketing, wellness assessments, calendaring, action planning, group session content, participant surveys and employer reporting. He loves spending time with his wife, Becky and his daughter, Zoe. Zack, a graduate of the College of Charleston, splits his time between Charleston, SC and Bala Cynwad, PA. California Insurance License #OF15545, Domiciled in PA.